Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026

Nvidia Corp. Chief Executive Officer Jensen Huang, addressing crowds at the company's biggest annual event …

Bloomberg 2026-03-17 Ian King

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@benbajarin Ben Bajarin on x
Assuming Jensen is building on the $500b over 5 ish quarters then the $1T by end of 2027 is 9 quarter ish then.
@dylan522p Dylan Patel on x
I just witnessed someone in front of me market buy Nvidia stock as Jensen is talking and then post screenshots on WeChat alongside his view from the crowd
@zerohedge @zerohedge on x
Nvidia Shares Pump & Dump After CEO Jensen Expects “At Least” $1 Trillion In Revenue By 2027 https://www.zerohedge.com/...
@mweinbach Max Weinbach on x
Jensen expects $1T in spend on buildout in the next year and wants Nvidia to become the entire infrastructure for Nvidia GPUs For more than just AI workloads
@futurenvesting Tannor Manson on x
Jensen Huang just said Nvidia foresees $1 TRILLION in compute demand for next year. WTF! 50% of my portfolio is in $NVDA and yet I don't feel bullish enough... My guess was $800b; this is a whole other level. [image]
@divestech Dan Ives on x
Nvidia $1 trillion. Wow 🔥🔥
@ryanshrout Ryan Shrout on x
Jensen now says that through 2027, there is an increase from $500B to at least $1T for computing demand. Split 60/40 between cloud native and enterprise/sovereign groups. [image]
@firstadopter Tae Kim on x
Don't be a buyside dum dum. Use some critical thinking skills and your brain. The more than $1 trillion order visibility through 2027 number Jensen said is for “right now where I stand.” That leaves 21 more months to add more orders. $NVDA Nvidia
@edludlow Ed Ludlow on x
Nvidia: $1 trillion through 2027. But note also that 60% of revenues to come from hyperscalers. [image]
@jimcramer Jim Cramer on x
Jensen just raises his $500 billion in demand through 2027 at $1 trillion!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!! Double from just a few months ago..
@realsimpleariel Ariel Hernandez on x
Jensen: $NVDA expecting demand through 2027 to hit 1 Trillion. Market: No one cares [image]
@firstadopter Tae Kim on x
Jensen sees $1 trillion!!!!! of demand through next year. The crowd gasps $NVDA Nvidia [video]
@firstadopter Tae Kim on x
“Claude code is new inflection” “computing demand is off the charts” “Inference reflection has arrived” - Jensen $NVDA Nvidia [image]
@munster_gene Gene Munster on x
Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street. Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks ago, he was saying CY26 was going to be better than $500B. My
@sawyermerritt Sawyer Merritt on x
NEWS: Nvidia CEO Jensen Huang just announced that he sees at least $1 trillion in revenue by 2027, expects computing demand to exceed that. “We are now a computing platform that runs all of AI.” [video]
@zerohedge @zerohedge on x
NVDA $300BN round trip in the past 15 minutes
@firstadopter Tae Kim on x
I see buyside guys trying to contort this as negative. You all are being silly. They have visibility on $1 trillion+ right now through 2027 AND it is growing. Use your brain.
@zerohedge @zerohedge on x
*NVIDIA CEO SAYS 60% OF BUSINESS TO BE HYPERSCALERS so 4-5 companies will spend $1 trillion on NVDA chips? *NVIDIA QUICKLY PARES GAINS TO 2.8%, HAD BEEN UP 4.8%
@zephyr_z9 @zephyr_z9 on x
HOLY $1 trillion LFG [image]
@benbajarin Ben Bajarin on x
Jensen now out saying revenue line of sight through 2027 = at least 1 trillion dollars. 🤯
@munster_gene Gene Munster on x
Four key takeaways from 2.5 hours of keynote: 1. Jensen says growth in CY27 will be likely above 40%. The Street is at 30%. 2. Tiered pricing on tokens will become more pronounced given they claim to be the “inference king” with Groq powering the smartest tokens that users wil…
@munster_gene Gene Munster on x
The fact that Jensen guided CY27 revenue about 7% ahead of the Street, yet the stock only moved about 1% higher on the news, speaks to investors' willingness to believe. $NVDA
@wallstengine @wallstengine on x
$NVDA CEO Jensen Huang says NVIDIA now sees at least $1 TRILLION in high-confidence AI infrastructure demand through 2027, up from $500B last year, with 60% of demand coming from hyperscalers and CUDA in Cloud AI natives. [image]
@ns123abc Nik on x
BREAKING: NVIDIA CEO JUST SAID HE SEES $1 TRILLION IN REVENUE THROUGH 2027 We are still in early days. [image]
@ryanshrout Ryan Shrout on x
The most anticipated announcement of the keynote: NVIDIA is announcing a new LPU, the @NVIDIA @GroqInc 3 LPU, that pairs with Vera Rubin NVL72 via a dedicated LPX rack connected over Direct C2C. Claims are 35x inference throughput over Blackwell for trillion-parameter models. The…
@iancutress @iancutress on x
It's called groq v3. It's the second chip launched though. One of the reasons groq had one chip over 7 years might have meant a failed design. Looking forward to more arch details. FP8 support seems confirmed, but MX? Int? It's still deterministic. So... Batch 1??
@theahmadosman Ahmad on x
Groq 3 LPX Compute Tray is here > A token accelerator > 35x increase in token generation [image]
@mweinbach Max Weinbach on x
So remember when everyone was saying the Groq partnership made no sense because of the static compiler and SRAM architecture doesn't make sense for Nvidia And I was saying no this makes sense because it gets away from CoWoS/TSMC and HBM bottlenecks and lets them increase speeds
@iancutress @iancutress on x
OK here we go. Same architecture, scaled up. 500 MB SRAM per chip. Jensen saying up to 25% of your datacenter could be groq. 8 way systems for 4 GB SRAM. Use dynamo for attention Decode only. Working over ethernet on special mode to half latency. Samsung LP4X. Ship in 2H/3Q. [ima…
@benitoz Ben Pouladian on x
NVIDIA Vera Rubin seven chips, five racks, one AI supercomputer Groq 3 LPU: 500MB SRAM, 150 TB/s, zero HBM Spectrum-X Photonics: co-packaged optics, 5x power efficiency 10x inference throughput per watt vs Blackwell 1/4 the GPUs to train MoE models the AI factory is the product […
@tickersymbolyou Alex on x
The Groq 3 LPU is going to blow the lid off $NVDA adoption in data centers. The economics of compute just changed big time. Mark my words. [image]
@iancutress @iancutress on x
Groq LPX v3 running 2T param models? Details please. [image]
@druce.ai @druce.ai on bluesky
Nvidia announces NemoClaw, OpenClaw with guardrails. “Every company now needs to have an OpenClaw strategy,” Nvidia CEO Jensen Huang said.
@jaminball Jamin Ball on x
Return of the CPU is coming...Agents will consume CPU capacity at insane clips!
@ryanshrout Ryan Shrout on x
NVIDIA making the case that agentic AI needs massive CPU capacity alongside GPUs. They showed 400K CPU cores running sandbox execution alongside 12K GPUs for RL training. Vera is the answer: 🧠 88 cores / 176 threads 🧠 1.5x IPC over Grace 🧠 3x memory bandwidth per core vs x86 [ima…
r/hardware r on reddit
NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
@ns123abc Nik on x
🚨 NVIDIA JUST ANNOUNCED DATA CENTERS IN SPACE Jensen Huang: >we're going into space >we've already been out in space >announces “Vera Rubin Space-1” >"in space there's no conduction, no convection, just radiation" >"we have to figure out how to cool these systems in space" [video…
@sawyermerritt Sawyer Merritt on x
NEWS: Nvidia CEO Jensen Huang announced today that the company is working on a new chip/computer for orbital data-centers called Nvidia Vera Rubin Space-1. “It's going to start data-centers out in space. Of course, in space there's no conduction, no convection, there's just [vide…

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Jensen Huang says Nvidia expects its flagship AI chips to help generate $1T+ in sales through 2027, after previously forecasting $500B in sales through 2026

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